B. Riley Wealth Advisors’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-13,297
| Closed | -$285K | – | 663 |
|
|
2016
Q2 | $285K | Buy |
13,297
+2,709
| +26% | +$58.1K | 0.06% | 408 |
|
|
2016
Q1 | $233K | Sell |
10,588
-1,959
| -16% | -$43.1K | 0.05% | 424 |
|
|
2015
Q4 | $295K | Buy |
12,547
+1,831
| +17% | +$43.1K | 0.06% | 367 |
|
|
2015
Q3 | $249K | Buy |
10,716
+391
| +4% | +$9.09K | 0.06% | 407 |
|
|
2015
Q2 | $254K | Sell |
10,325
-2,063
| -17% | -$50.8K | 0.06% | 384 |
|
|
2015
Q1 | $335K | Hold |
12,388
| – | – | 0.08% | 322 |
|
|
2014
Q4 | $314 | Hold |
12,388
| – | – | 0.01% | 1094 |
|
|
2014
Q3 | $296K | Sell |
12,388
-12,388
| -50% | -$296K | 0.08% | 365 |
|
|
2014
Q2 | $323K | Buy |
24,776
+18,739
| +310% | +$244K | 0.08% | 296 |
|
|
2014
Q1 | $165K | Buy |
6,037
+1,485
| +33% | +$40.6K | 0.05% | 450 |
|
|
2013
Q4 | $114K | Buy |
+4,552
| New | +$114K | 0.04% | 519 |
|